ALLIANCES

Purpose-driven professionals. Value you can trust.

We have the resources of a big firm,
but provide the personalized attention
of a boutique agency

Gallagher Benefit Services, Inc.

The right employee benefits partner is an invaluable extension of your HR team. Likewise, the right benefits program can make all the difference in attracting and retaining your most talented and valuable employees.

We have the resources of a large firm but provide the personalized attention of a boutique agency. Our alliance with Gallagher Benefit Services, Inc. – a benefits solutions leader for companies of all sizes – gives you access to best-in-class health benefit solutions, state-of-the-art technology services, compliance and regulatory support, employee advocacy services and analytical tools. When you work with us, you receive the best of both worlds – the deep resources of GBS and the personal touch of Catalyst Financial.

Family Business Resources

Family Business Resources educates, encourages and inspires owners and their advisors on the best practices associated with succession planning. Our website provides articles on the family business system and links to various organizations that support family business health. Information regarding upcoming presentations (which provide CPE and CLE credit) is also available.

Alan Campbell, PhD

Dr. Alan Campbell specializes in assisting families in business as they address communication processes and business concerns.

Throughout his 25 year career in the counseling field, Dr. Campbell has worked in a variety of areas: individual counseling, family business consulting, sports psychology and marriage therapy.

Licensed as a psychologist in the State of Oklahoma, Dr. Campbell is also a member of the Family Firm Institute. Dr. Campbell is a business owner and understands the stresses of entrepreneurship.

Dr. Campbell obtained his Masters in Community Counseling and PhD in Counseling Psychology from Oklahoma State University.

JSR Consulting

Jim Roberts provides answers for CPA’s, Attorneys, and Life Insurance Representatives as well as Insured’s regarding Financial Services. Jim gathers financial background information from third party sources, rating agencies, and various financial publications.

In addition to the life insurance research, Jim has coached sales people and business owners for the past 30 years. Jim teaches three or four “Good News” classes a week on subjects such as “The Seven Virtues”, “The Works of C. S. Lewis”, and Peter Drucker.

The above named entities are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. Alliances are not exclusive relationships. You are free to choose your own professionals for these needs.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.